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Courage Miller Partners, LLC

Portfolio Manager
Courage Miller Partners, LLC
Performance
+0.12% (2026 Q1)
AUM (13F)
$354.24M
# of Holdings
92
Performance Rank
Allocation (Top 20)
82.17%

Courage Miller Partners, LLC Holdings Map

Top 50 Courage Miller Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHX
SCHWAB STRATEGIC TR
12.56%1.74M$44.5M
-0.56%(-9.86K)
2025-Q1: 1.81M shares2025-Q2: 1.86M shares2025-Q3: 1.81M shares2025-Q4: 1.75M shares2026-Q1: 1.74M shares
$8.89(+228.24%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
8.67%1.24M$30.7M
-0.69%(-8.64K)
2025-Q1: 1.33M shares2025-Q2: 1.32M shares2025-Q3: 1.29M shares2025-Q4: 1.25M shares2026-Q1: 1.24M shares
$15.72(+73.75%)
2026-03-31
ISTB
ISHARES TR
7.8%569.9K$27.6M
+3.23%(+17.83K)
2025-Q1: 520.2K shares2025-Q2: 509.8K shares2025-Q3: 550.0K shares2025-Q4: 552.0K shares2026-Q1: 569.9K shares
$49.77(-3.05%)
2026-03-31
IGSB
ISHARES TR
6.64%447.3K$23.5M
+2.62%(+11.43K)
2025-Q1: 400.1K shares2025-Q2: 391.7K shares2025-Q3: 432.8K shares2025-Q4: 435.9K shares2026-Q1: 447.3K shares
$52.45(-0.13%)
2026-03-31
SCHO
SCHWAB STRATEGIC TR
5.62%820.0K$19.9M
+3.21%(+25.47K)
2025-Q1: 757.1K shares2025-Q2: 726.3K shares2025-Q3: 797.6K shares2025-Q4: 794.6K shares2026-Q1: 820.0K shares
$24.97(-3.27%)
2026-03-31
BND
VANGUARD BD INDEX FDS
5.26%252.9K$18.6M
+1.43%(+3.56K)
2025-Q1: 234.4K shares2025-Q2: 227.8K shares2025-Q3: 251.4K shares2025-Q4: 249.4K shares2026-Q1: 252.9K shares
$72.16(+1.42%)
2026-03-31
SCHD
SCHWAB STRATEGIC TR
4.07%469.4K$14.4M
-1.85%(-8.86K)
2025-Q1: 428.5K shares2025-Q2: 446.5K shares2025-Q3: 471.1K shares2025-Q4: 478.3K shares2026-Q1: 469.4K shares
$15.74(+101.68%)
2026-03-31
SCHM
SCHWAB STRATEGIC TR
4.02%460.1K$14.2M
+0.25%(+1.13K)
2025-Q1: 432.8K shares2025-Q2: 462.3K shares2025-Q3: 463.1K shares2025-Q4: 459.0K shares2026-Q1: 460.1K shares
$18.21(+89.33%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
3.31%61.2K$11.7M
+2.69%(+1.60K)
2025-Q1: 56.4K shares2025-Q2: 58.2K shares2025-Q3: 59.4K shares2025-Q4: 59.6K shares2026-Q1: 61.2K shares
$151.52(+33.92%)
2026-03-31
SCHH
SCHWAB STRATEGIC TR
3.17%522.1K$11.2M
+0.04%(+190)
2025-Q1: 455.5K shares2025-Q2: 483.3K shares2025-Q3: 514.4K shares2025-Q4: 521.9K shares2026-Q1: 522.1K shares
$18.85(+24.22%)
2026-03-31

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